Retirement Planning

Your retirement plan is a roadmap to your future, but like all plans, it is likely to evolve and change over time.

The economy will not behave exactly as you have anticipated and your own life and goals will also change over time.

And, the best retirement planning goes way beyond your savings and investments. Numerous other factors like Social Security, when you stop work, your longevity, home equity, debt, taxes, income sources, inflation, spending, healthcare costs, lifestyle choices, and more may actually represent greater value or be more important than your savings with regards to your overall financial wellness.

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retirement numbers

16 Retirement Numbers You Need to Know for a Secure Future

How to make sense of retirement planning? Here is your guide to the 16 retirement numbers that are most important for a secure future.

April 20, 2022
best retirement investments

The Best Retirement Investments to Achieve Your Financial Goals

The best retirement investments depend entirely on you and your goals. Here are 15 great opportunities for you to consider. Read now!

April 13, 2022

What’s New? Recent Enhancements to the NewRetirement Planner

From being able to model a change to your future rates of return to new classes, check out the exciting enhancements we have added this quarter.

April 3, 2022

How to Improve Your Financial Well-Being, Even in Times of Uncertainty

Uncertainty. Fear. Confusion. Your worries might seem unmanageable, but there’s a lot you can do to improve financial well being right now. Get started!

March 10, 2022

Podcast: Cullen Roche — Inflation Risks & Investing for Retirement

Steve and Cullen, founder of Orcam Financial Group and Discipline Funds, discuss inflations risk and investing for retirement

February 24, 2022
average retirement income 2022

Average Retirement Income 2022: How Do You Compare?

Average retirement income 2022 – find out how your income compares to averages and get tips for boosting your income. Read now!

February 24, 2022

Can You Do Better than Average on this Quiz of Your Retirement Financial Literacy?

The average that people got right was a mere 30 percent. How will you score on this quiz of retirement financial literacy? Find out now!

February 2, 2022
Managing Money in Retirement

10 Great Tips for Managing Money in Retirement

In some ways managing money in retirement will be easier and in other ways it will be harder. Here are 10 tips for getting it right.

February 2, 2022
financial stress

Don’t Worry, Be Happy: 11 Ways to Reduce Financial Stress

Don’t worry, be happy… Here are 11 real steps you can take that will enable you to experience less financial stress.

January 7, 2022

Podcast: David Blanchett — Guaranteed Income in Retirement

Steve and David discuss retirement income and go over some listener questions

December 9, 2021

How to Retire Like a European Socialist (and Why You Might Want to)

Europe has 7 of the 10 best places to be retired. Why do they rank highly? How can you emulate them for a secure retirement in the U.S.?

December 9, 2021
retire at 62

10 Reasons Why You Should Actually Retire at 62 (If You Can)

Early retirement — retiring at 62 or before — seems like a wonderful dream to a lot of people. You’ve been in the workforce for decades. You have focused on work with the goal of enjoying the rest of your life on your own terms. But is it too early to get out of the…

November 24, 2021
how to invest for retirement

7 Simple Tips for How to Invest for Retirement

Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips.

November 11, 2021
life after retirement

Hurry! Life After Retirement is Going to Be Great (If You Are Truly Ready)

Run don’t walk toward life after retirement. Research says it will be the best time of your life. Explore 7 tips to get ready to retire now!

October 12, 2021

10 Recent Economic Headlines and What They Mean for Your Money (Will Roth Conversions Be Scrapped?)

As summer ends and the economy continues to reopen, there has been a lot of significant economic news. Here are 10 recent headlines and what each of them means for your money. Some of these headlines report on events that have happened. Others are anticipating future events. Each may have a significant impact on your…

September 30, 2021

Podcast: Mike Piper — Social Security and Tax-Efficient Retirement Planning

Steve and Mike discuss Social Security planning, Roth conversions, and retirement account distributions.

September 30, 2021
retirement rules

NEW Retirement Rules: 15 Guidelines for Financial Security in a Brave New World

Many ideas about retirement are out of date. Explore these 15 NEW retirement rules for a more secure future.

September 29, 2021
retirement surprises

16 Retirement Surprises: What Retirees Wish They Knew About Retirement BEFORE Retiring

Here are a 16 possible retirement surprises. For some, it will inspire an early retirement. Others will want to proceed more cautiously.

September 23, 2021
transition to retirement

The Transition to Retirement: 11 Exceptional Tips for the Average Joe or Jane

Boomers were never average. However, here are 11 exceptional tips for the transition to retirement that apply to us all. Read now…

September 16, 2021

Podcast: Renee Schaaf — Past, Present, and Future of Enterprise Retirement Plans

Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group

September 9, 2021

The Balancing Act: Managing Competing Financial Goals in Midlife and Boosting Retirement Confidence

Kids, retirement, and aging parents – midlife brings a lot of competing priorities. Here are 8 things you can do to overcome feelings of financial stress.

August 26, 2021
retirement motivation

What Motivates You to Retire? How Did Others Decide to Take the Leap?

Explore 7 most often cited motivations for leaping into retirement. Three of them might really surprise you.

August 18, 2021

Monte Carlo Simulations: A Sophisticated Way to Predict Your Chance of Financial Success

Hear Monte Carlo simulations and think gambling? Nope. Learn how this mathematical formula can be used to predict your financial future.

August 5, 2021

Is it Time to Sell Your Home? Will it Help You Get the Retirement You Want?

Your home is an important part of your retirement lifestyle and finances. With housing prices at record highs, is it time to sell?

August 4, 2021

NewRetirement Planner

Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.